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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

INSIGHT ARTICLE

Retirement Report: Fourth Quarter 2018

Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.

  • November 28, 2018
IRS releases annual retirement plan limitations

TAX ALERT

IRS releases annual retirement plan limitations

Most retirement plan limitations see small increases from 2018 to 2019, including IRAs for the first time since 2013.

  • Anne Bushman
  • |
  • November 02, 2018

INSIGHT ARTICLE

Retirement Report: Third Quarter 2018

In this issue, we discuss how to prepare for an IRS audit, plus tips for preventing uncashed retirement payments.

  • July 31, 2018
Tax reform, retirement plans and business ownership

INSIGHT ARTICLE

Tax reform, retirement plans and business ownership

Business owners need to consider the impact tax reform has on the benefits of retirement plan contributions.

  • Bill O’Malley
  • |
  • June 05, 2018

INSIGHT ARTICLE

Retirement Report: Second Quarter 2018

In this issue, we discuss what happens when employee deferrals are late and the economy's impact on retirement plans.

  • May 08, 2018
401(k) deferral limit increases for 2018

TAX ALERT

401(k) deferral limit increases for 2018

The IRS released its annual retirement plan limitations for 2018 with few increases, while others remain the same.

  • Anne Bushman, Keandra Greene
  • |
  • October 23, 2017
Five considerations when offering nonqualified compensation plans

WHITE PAPER

Five considerations when offering nonqualified compensation plans

How can you design a plan that attracts and retains highly compensated employees? There are several opportunities in nonqualified plans.

  • Anne Bushman, Mary Draayer
  • |
  • October 04, 2017

INSIGHT ARTICLE

Aligning executive plans with traditional employee plans

How can you design a plan that attracts and retains highly compensated employees? There are several opportunities in nonqualified plans.

  • Anne Bushman, Mary Draayer
  • |
  • October 04, 2017
Self-audits help ensure your employee retirement plan is compliant

INSIGHT ARTICLE

Self-audits help ensure your employee retirement plan is compliant

Periodic self-audits can help ensure a company’s employee retirement plan is in compliance with the Department of Labor’s fidicuary process.

  • Mary Draayer, Joe Mattia
  • |
  • August 23, 2017

INSIGHT ARTICLE

Implementation of the Department of Labor’s conflict of interest rule

The DOL’s new fiduciary rules significantly expand the activities and roles that make someone an employee retirement plan fiduciary.

  • Mary Draayer, Joe Mattia
  • |
  • August 09, 2017